Bonava AB (publ) (BONAV_A) Q1 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Bonava Ab Class A.

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:06.754 Good morning, everyone, and a very warm welcome to the first quarter of Bonava. 00:00:16.130 -- 00:00:18.130 2026. 00:00:18.432 -- 00:00:23.578 My name is Anna Falk-Fidlund and I am head of investor relations here at Bonava, 00:00:23.578 -- 00:00:28.583 standing here in a sunny Stockholm together with our CEO Peter Wallin and our 00:00:28.583 -- 00:00:33.989 CFO Jonsson. They will take you through the highlight of this report 00:00:33.989 -- 00:00:39.174 and afterwards we will end up with a Q&A and you can start already now 00:00:39.174 -- 00:00:41.536 to type in your questions. 00:00:41.536 -- 00:00:43.417 So with that, Peter. 00:00:43.417 -- 00:00:47.216 Thank you very much, Anna. And good morning, everyone. 00:00:47.216 -- 00:00:50.639 Looking forward to take you through the Q1 here. 00:00:50.639 -- 00:00:56.830 So if we take on the top MQ1, looking at the markets, 00:00:56.830 -- 00:01:01.960 we are recording stable sales, even though we have a lot of uncertainties kicking around 00:01:01.960 -- 00:01:06.408 in market. We are seeing the same trends as usual. 00:01:06.408 -- 00:01:11.557 We have seen for quite some time that the consumer segment is improving, and it's improving 00:01:11.557 -- 00:01:17.751 based on that we're seeing higher disposable income, maintaining a low level of unemployment 00:01:17.751 -- 00:01:23.465 and pent up demand for housing, given that we have built so few 00:01:23.465 -- 00:01:28.928 sustainable new homes over the past three years in the markets. 00:01:28.928 -- 00:01:34.094 If I dig a little bit deeper, we are seeing a very high sales across 00:01:34.094 -- 00:01:39.120 our Baltic cities that we are active in. And we are 00:01:39.120 -- 00:01:44.587 also seeing a building reservation rate in Ge...